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DOC: overhaul getting started section
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- tweaked installation instructions
- brief gist into functionality as a quickstart and tutorial primer
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adswa committed Jul 15, 2020
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.. include:: ./links.inc

Setting up
.. _install:

Quickstart
==========

Requirements
^^^^^^^^^^^^

DataLad and ``datalad-osf`` are available for all major operating systems (Linux, MacOS, Windows 10).

An OSF_ account
You need an OSF account to be able to interact with it. If you don't have an account yet, `register here <https://osf.io/register>`_ -- its free!

DataLad
If you don't have DataLad_ and its underlying tools (`git`_, `git-annex`_) installed yet, please follow the instructions from `the datalad handbook <http://handbook.datalad.org/en/latest/intro/installation.html>`_.

[optional] An account on a Git repository hosting site
You should consider having an account on one or more repository hosting sites such as `GitHub <https://github.com/join>`__ , `GitLab <https://gitlab.com/users/sign_up>`_, `Bitbucket <https://bitbucket.org/account/signup/>`_ or similar.

Installation
------------

- DataLad
``datalad-osf`` is a Python package available on `pypi <https://pypi.org/project/datalad-osf/>`_ and installable via pip_.

Before being able to use the extension, you need to have DataLad installed, which relies on `git-annex`_, `git`_ and `Python`_.
If you don't have DataLad installed yet, please follow the instructions from `the datalad handbook <http://handbook.datalad.org/en/latest/intro/installation.html>`_.
.. code-block:: bash
- An account on the OSF
# create and enter a new virtual environment (optional)
$ virtualenv --python=python3 ~/env/dl-osf
$ . ~/env/dl-osf/bin/activate
# install from PyPi
$ pip install datalad-osf.
You need an OSF account to be able to interact with it. If you don't have an account yet, `register here <https://osf.io/register>`_.
If you want to use the most recent development version, clone its `GitHub repository <https://github.com/datalad/datalad-osf>`_ to your local computer and install the package in editable mode:

- An account on a git repository hosting site
.. code-block:: bash
You should consider having an account on one or more repository hosting sites such as `GitHub <https://github.com/join>`__ , `GitLab <https://gitlab.com/users/sign_up>`_, `Bitbucket <https://bitbucket.org/account/signup/>`_ or similar"
# create and enter a new virtual environment (optional)
$ virtualenv --python=python3 ~/env/dl-osf
$ . ~/env/dl-osf/bin/activate
# install from local repository clone
$ pip install -r requirements-devel.txt
$ pip install -e .
Installation
------------
Getting started
^^^^^^^^^^^^^^^

Here's the gists of some of this extension's functionality.
Checkout the :ref:`Tutorial` for more detailed demonstrations.

First, :ref:`provide your credentials <authenticate>`:

.. code-block:: bash
# provide your OSF credentials, ideally as a token:
$ datalad osf-credentials
You need to authenticate with 'https://osf.io' credentials. https://osf.io/settings/tokens provides information on how to gain access
token: <your token here>
You need to authenticate with 'https://osf.io' credentials. https://osf.io/settings/tokens provides information on how to gain access
token (repeat): <your token here>
osf_credentials(ok): [authenticated as <user> <e-mail>]
Next, create a sibling on the OSF for a DataLad dataset of your choice.
Chose between different sibling modes to adjust how much of your dataset can be published and how it will be displayed, adjust whether your project should be private or public, attach additional meta data, or configure local sibling properties.
The minimal example below will create a new (private) project with minimal metadata on the OSF and apply the necessary configurations to publish your complete dataset to it.

.. code-block:: bash
# inside of a DataLad dataset
$ datalad create-sibling-osf --title best-study-ever -s osf
create-sibling-osf(ok): https://osf.io/czgpf/
[INFO ] Configure additional publication dependency on "osf-storage"
configure-sibling(ok): /home/me/mydataset (sibling)
Afterwards, publish your dataset to the OSF sibling project to share it or collaborate with others:

.. code-block:: bash
$ datalad push --to osf
Finally, you or others can clone it using its project ID.
All annexed data in this dataset will be available via ``datalad get``.

Before you can start using the extension, you have to install it.
.. code-block:: bash
``datalad-osf`` is a package on `pypi <https://pypi.org/project/datalad-osf/>`_, so you can open your shell and type: ``pip install datalad-osf``.
$ datalad clone osf://czgpf/
If you want to use the most recent development version, use the following command instead: ``pip install -e git+https://github.com/datalad/datalad-osf#egg=datalad-osf``
Curious to find out more?
Read on in the :ref:`tutorial` for more functionality and use cases.

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